Columbia River Financial Group, LLC
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
19 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 84.3% | $51,605,318 |
| Technology | 4.2% | $2,568,763 |
| Consumer Cyclical | 3.7% | $2,277,815 |
| Industrials | 2.9% | $1,752,224 |
| Consumer Defensive | 1.5% | $929,810 |
| Energy | 1.3% | $809,382 |
| Utilities | 1.0% | $588,958 |
| Financial Services | 0.6% | $349,532 |
| Healthcare | 0.5% | $320,247 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BNDX | Vanguard Total International Bond ETF | +16,062 | 210,543 | $10,196,597 | |
| BCD | abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF | +4,413 | 161,907 | $5,529,124 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | +3,987 | 113,062 | $9,468,942 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VIG | Vanguard Dividend Appreciation ETF | −19,058 | 8,360 | $1,978,143 | |
| VEA | Vanguard FTSE Developed Markets ETF | −1,037 | 7,130 | $508,012 | |
| VB | Vanguard Morningstar Small-Cap ETF | −780 | 10,534 | $3,193,066 | |
| VXF | Vanguard Extended Market ETF | −565 | 67,708 | $16,670,386 | |
| QQQ | Invesco Qqq Trust, Series 1 | −104 | 5,093 | $3,750,485 | |
| MSFT | Microsoft Corp | −76 | 3,884 | $1,448,809 | |
| AAPL | Apple Inc. | −60 | 2,860 | $827,569 | |
| AOA | iShares Core 80/20 Aggressive Allocation ETF | −46 | 3,182 | $310,563 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| INTC | Intel Corp | 2,094 | $292,385 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CVX | Chevron Corp | 1,071 | $221,589 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VXF |
Vanguard Extended Market ETF
|
Reduced | 67,708 | $16,670,386 | 27.24% | |
| BNDX |
Vanguard Total International Bond ETF
|
Added | 210,543 | $10,196,597 | 16.66% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
Added | 113,062 | $9,468,942 | 15.47% | |
| BCD |
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
|
Added | 161,907 | $5,529,124 | 9.03% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 5,093 | $3,750,485 | 6.13% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Reduced | 10,534 | $3,193,066 | 5.22% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 9,557 | $2,277,815 | 3.72% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Reduced | 8,360 | $1,978,143 | 3.23% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 6,442 | $1,752,224 | 2.86% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,884 | $1,448,809 | 2.37% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 11,441 | $929,810 | 1.52% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 2,860 | $827,569 | 1.35% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 5,920 | $809,382 | 1.32% | |
| LNT |
Alliant Energy Corp
Utilities
|
Held | 7,720 | $588,958 | 0.96% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 7,130 | $508,012 | 0.83% | |
| ALRS |
Alerus Financial Corp
Financial Services
|
Held | 11,239 | $349,532 | 0.57% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 267 | $320,247 | 0.52% | |
| AOA |
iShares Core 80/20 Aggressive Allocation ETF
|
Reduced | 3,182 | $310,563 | 0.51% | |
| INTC |
Intel Corp
Technology
|
NEW | 2,094 | $292,385 | 0.48% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.